Position in WSFS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,157,408
+$6,309,278 QoQ
Shares Held
158,444
+77.4% QoQ
Ownership
0.310%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#45
of 352 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WSFS Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bridgewater Associates, LP holds $615,067,727 across 32 Banks - Regional names. WSFS ranks #20 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
847,858 | $59,409,410 | |
| 2 | TFC |
Truist Financial Corp
|
1,078,721 | $53,741,880 | |
| 3 | BPOP |
Popular, Inc.
|
278,207 | $45,676,025 | |
| 4 | FHN |
First Horizon Corp
|
1,633,439 | $41,881,375 | |
| 5 | ZION |
Zions Bancorporation, National Association /Ut/
|
591,357 | $40,915,990 | |
| 6 | KEY |
Keycorp /New/
|
1,574,882 | $36,301,030 | |
| 7 | FNB |
Fnb Corp/Pa/
|
1,804,957 | $34,438,579 | |
| 8 | WAL |
Western Alliance Bancorporation
|
401,678 | $33,017,931 |
All Filings in WSFS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,157,408 | 158,444 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,848,130 | 89,339 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||